Purchases and Sales Made in Q1 2025 in Vanguard Large Cap ETF (VV)
This table provides information about the institutional ownership of Vanguard Large Cap ETF (VV) during Q1 2025. The information is specifically focused on institutions that hold shares of VANGUARD LARGE-CAP ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
177+ 2.92% |
$44.8K - $50K
|
6.25K
$1.78M
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
175+ 1.03% |
$44.3K - $49.5K
|
17.2K
$4.91M
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
174+ 47.03% |
$44.1K - $49.2K
|
544
$155K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
168+ 71.79% |
$42.6K - $47.5K
|
402
$115K
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
166New |
$42.1K - $46.9K
|
166
$47.4K
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
158+ 0.55% |
$40K - $44.7K
|
29.1K
$8.32M
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
157+ 10.93% |
$39.8K - $44.4K
|
1.59K
$455K
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
155+ 1.35% |
$39.3K - $43.8K
|
11.6K
$3.32M
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
BUY
|
- |
152+ 3.34% |
$38.5K - $43K
|
4.71K
$1.34M
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
150+ 4.91% |
$38K - $42.4K
|
3.21K
$916K
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
142New |
$36K - $40.1K
|
142
$40.6K
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
140+ 12.79% |
$35.5K - $39.6K
|
1.24K
$353K
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
137+ 2.92% |
$34.7K - $38.7K
|
4.84K
$1.38M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
130+ 1.21% |
$32.9K - $36.7K
|
10.8K
$3.1M
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
128+ 10.77% |
$32.4K - $36.2K
|
1.32K
$376K
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
128+ 3.93% |
$32.4K - $36.2K
|
3.39K
$968K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
123+ 0.37% |
$31.2K - $34.8K
|
33.6K
$9.59M
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
121+ 0.3% |
$30.7K - $34.2K
|
40.2K
$11.5M
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
120+ 2.1% |
$30.4K - $33.9K
|
5.85K
$1.67M
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
117New |
$29.6K - $33.1K
|
117
$33.4K
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
113+ 7.31% |
$28.6K - $31.9K
|
1.66K
$474K
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
113+ 4.93% |
$28.6K - $31.9K
|
2.41K
$687K
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
112+ 2.13% |
$28.4K - $31.7K
|
5.37K
$1.53M
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
109+ 10.37% |
$27.6K - $30.8K
|
1.16K
$331K
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
107+ 1.66% |
$27.1K - $30.2K
|
6.56K
$1.87M
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
105+ 4.34% |
$26.6K - $29.7K
|
2.52K
$721K
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
100+ 10.81% |
$25.3K - $28.3K
|
1.03K
$293K
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
97+ 0.25% |
$24.6K - $27.4K
|
38.3K
$10.9M
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
94New |
$23.8K - $26.6K
|
94
$26.9K
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
93+ 1.13% |
$23.6K - $26.3K
|
8.35K
$2.39M
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
90+ 0.46% |
$22.8K - $25.4K
|
19.8K
$5.66M
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
89+ 0.39% |
$22.5K - $25.2K
|
22.9K
$6.56M
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
87+ 4.31% |
$22K - $24.6K
|
2.11K
$602K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
83+ 1.56% |
$21K - $23.5K
|
5.41K
$1.55M
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
82+ 1.01% |
$20.8K - $23.2K
|
8.21K
$2.35M
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
80+ 2.92% |
$20.3K - $22.6K
|
2.82K
$806K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
80+ 2.36% |
$20.3K - $22.6K
|
3.46K
$989K
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
79+ 111.27% |
$20K - $22.3K
|
150
$42.8K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
78+ 5.29% |
$19.8K - $22K
|
1.55K
$444K
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
78New |
$19.8K - $22K
|
78
$22.3K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
76+ 11.08% |
$19.3K - $21.5K
|
762
$218K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
76+ 48.41% |
$19.3K - $21.5K
|
233
$66.6K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
69+ 2.15% |
$17.5K - $19.5K
|
3.28K
$937K
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
68+ 0.17% |
$17.2K - $19.2K
|
39K
$11.1M
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
66+ 7.72% |
$16.7K - $18.7K
|
921
$263K
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
61+ 1220.0% |
$15.5K - $17.2K
|
66
$18.9K
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
BUY
|
- |
60+ 0.52% |
$15.2K - $17K
|
11.5K
$3.29M
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
59+ 6.17% |
$14.9K - $16.7K
|
1.02K
$290K
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
58+ 0.13% |
$14.7K - $16.4K
|
44.9K
$12.8M
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
57+ 9.28% |
$14.4K - $16.1K
|
671
$192K
|